| 8/15/2025 | Captrust Financial Advisors | 18,689 | $479K | 0.0% | -8.3% | 0.091% | |
| 8/15/2025 | Ameriprise Financial Inc. | 143,957 | $3.69M | 0.0% | -9.0% | 0.701% | |
| 8/14/2025 | NewEdge Advisors LLC | 615,172 | $15.76M | 0.1% | +8.0% | 2.994% | |
| 8/7/2025 | Hughes Financial Services LLC | 6,686 | $171K | 0.0% | +6.3% | 0.033% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 43,830 | $1.12M | 0.0% | N/A | 0.213% | |
| 8/5/2025 | Gould Asset Management LLC CA | 20,375 | $522K | 0.1% | +17.2% | 0.099% | |
| 8/4/2025 | Spinnaker Trust | 47,700 | $1.22M | 0.1% | +5.8% | 0.232% | |
| 7/31/2025 | Leavell Investment Management Inc. | 270,987 | $6.94M | 0.3% | +1.8% | 1.319% | |
| 7/30/2025 | Strategic Blueprint LLC | 8,381 | $215K | 0.0% | N/A | 0.041% | |
| 7/29/2025 | Private Trust Co. NA | 9,739 | $250K | 0.0% | +28.6% | 0.047% | |
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| 7/21/2025 | Exchange Capital Management Inc. | 14,899 | $382K | 0.1% | -3.2% | 0.073% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 105,943 | $2.72M | 0.6% | -10.8% | 0.516% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 14,125 | $362K | 0.0% | -36.8% | 0.069% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 411,927 | $10.56M | 0.8% | +12.4% | 2.005% | |
| 7/8/2025 | Parallel Advisors LLC | 22,690 | $581K | 0.0% | +15.9% | 0.110% | |
| 7/1/2025 | Confluence Investment Management LLC | 72,848 | $1.87M | 0.0% | -3.5% | 0.358% | |
| 5/16/2025 | NewEdge Advisors LLC | 569,568 | $14.56M | 0.1% | +1.8% | 2.862% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 325,296 | $8.32M | 0.1% | +6.7% | 1.635% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 64,903 | $1.66M | 0.4% | -5.8% | 0.326% | |
| 5/1/2025 | Hughes Financial Services LLC | 6,292 | $161K | 0.0% | N/A | 0.032% | |
| 5/1/2025 | Blue Square Asset Management LLC | 45,660 | $1.17M | 0.6% | -2.1% | 0.229% | |
| 4/30/2025 | Leavell Investment Management Inc. | 266,114 | $6.80M | 0.3% | +3.5% | 1.337% | |
| 4/28/2025 | Buffington Mohr McNeal | 11,490 | $294K | 0.1% | +9.3% | 0.058% | |
| 4/28/2025 | Private Trust Co. NA | 7,574 | $194K | 0.0% | +13.9% | 0.038% | |
| 4/25/2025 | Spinnaker Trust | 45,085 | $1.15M | 0.1% | +32.5% | 0.228% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,486 | $396K | 0.0% | +31.3% | 0.078% | |
| 4/22/2025 | Crews Bank & Trust | 30,981 | $792K | 0.1% | -5.9% | 0.156% | |
| 4/21/2025 | PSI Advisors LLC | 56,874 | $1.45M | 0.5% | +11.4% | 0.287% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 22,338 | $571K | 0.0% | +36.7% | 0.113% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 236,902 | $6.06M | 1.5% | +1.3% | 1.196% | |
| 4/14/2025 | Bank of New Hampshire | 2,905 | $74K | 0.0% | -20.5% | 0.015% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 15,700 | $401K | 0.1% | +127.5% | 0.079% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 366,493 | $9.37M | 0.7% | +11.1% | 1.851% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 3,656 | $93K | 0.0% | +15.7% | 0.018% | |
| 4/8/2025 | Global Financial Private Client LLC | 5,801 | $148K | 0.1% | -10.0% | 0.029% | |
| 2/18/2025 | Novem Group | 20,931 | $533K | 0.1% | N/A | 0.117% | |
| 2/18/2025 | 10Elms LLP | 19,204 | $489K | 0.5% | N/A | 0.107% | |
| 2/17/2025 | Captrust Financial Advisors | 24,857 | $633K | 0.0% | -10.6% | 0.139% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 9,595 | $244K | 0.0% | N/A | 0.054% | |
| 2/17/2025 | Ameriprise Financial Inc. | 319,987 | $8.15M | 0.0% | +19.0% | 1.788% | |
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| 2/14/2025 | Stonebridge Capital Advisors LLC | 8,693 | $221K | 0.0% | -7.0% | 0.049% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 304,752 | $7.76M | 0.1% | +35.3% | 1.703% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 91,410 | $2.33M | 0.0% | +7.5% | 0.511% | |
| 2/11/2025 | Sandy Spring Bank | 43,388 | $1.11M | 0.0% | -9.8% | 0.242% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 8,000 | $204K | 0.0% | N/A | 0.045% | |
| 2/10/2025 | Hills Bank & Trust Co | 324,032 | $8.25M | 0.6% | +4.0% | 1.810% | |
| 2/7/2025 | Horan Securities Inc. | 8,454 | $215K | 0.1% | -33.4% | 0.047% | |
| 2/5/2025 | Peloton Wealth Strategists | 11,000 | $280K | 0.1% | +7.8% | 0.061% | |
| 1/30/2025 | Spinnaker Trust | 34,025 | $866K | 0.1% | +9.9% | 0.190% | |
| 1/29/2025 | Sonata Capital Group Inc. | 95,287 | $2.43M | 1.0% | +24.7% | 0.532% | |
| 1/29/2025 | Leavell Investment Management Inc. | 257,114 | $6.55M | 0.3% | +24.1% | 1.436% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 6,900 | $176K | 0.0% | +12.7% | 0.039% | |
| 1/23/2025 | Crews Bank & Trust | 32,911 | $838K | 0.1% | N/A | 0.184% | |
| 1/22/2025 | Buffington Mohr McNeal | 10,509 | $268K | 0.0% | +6.6% | 0.059% | |
| 1/21/2025 | Blue Square Asset Management LLC | 46,623 | $1.19M | 0.6% | -3.3% | 0.260% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 329,799 | $8.40M | 0.7% | +4.4% | 1.842% | |
| 1/14/2025 | Global Financial Private Client LLC | 6,442 | $164K | 0.1% | -32.5% | 0.036% | |
| 1/13/2025 | PSI Advisors LLC | 51,074 | $1.30M | 0.4% | -5.4% | 0.285% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 233,962 | $5.96M | 1.4% | +1.0% | 1.307% | |
| 1/2/2025 | Confluence Investment Management LLC | 75,478 | $1.92M | 0.0% | +1.6% | 0.422% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 225,318 | $5.78M | 0.1% | +18.9% | 1.259% | |
| 11/14/2024 | Captrust Financial Advisors | 27,805 | $713K | 0.0% | +52.1% | 0.155% | |
| 11/1/2024 | Leavell Investment Management Inc. | 207,114 | $5.31M | 0.3% | +5.6% | 1.157% | |
| 11/1/2024 | Sonata Capital Group Inc. | 76,390 | $1.96M | 0.8% | N/A | 0.427% | |
| 10/31/2024 | Confluence Investment Management LLC | 74,294 | $1.91M | 0.0% | +4.7% | 0.415% | |
| 10/31/2024 | Spinnaker Trust | 30,966 | $794K | 0.0% | -2.9% | 0.173% | |
| 10/29/2024 | Blue Square Asset Management LLC | 48,194 | $1.24M | 0.7% | -2.4% | 0.269% | |
| 10/16/2024 | Buffington Mohr McNeal | 9,855 | $253K | 0.0% | N/A | 0.055% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 315,909 | $8.11M | 0.6% | +22.5% | 1.765% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 231,713 | $5.95M | 1.5% | -4.8% | 1.294% | |
| 8/8/2024 | Parallel Advisors LLC | 17,394 | $440K | 0.0% | +22.4% | 0.097% | |
| 8/8/2024 | STAR Financial Bank | 7,921 | $201K | 0.2% | N/A | 0.044% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 255,709 | $6.48M | 0.4% | -6.9% | 1.429% | |
| 7/25/2024 | Hills Bank & Trust Co | 275,858 | $6.99M | 0.6% | +12.4% | 1.541% | |
| 7/23/2024 | PSI Advisors LLC | 53,974 | $1.37M | 0.4% | N/A | 0.302% | |
| 7/23/2024 | Exchange Capital Management Inc. | 12,754 | $323K | 0.1% | N/A | 0.071% | |
| 7/17/2024 | Archford Capital Strategies LLC | 20,855 | $528K | 0.1% | +9.8% | 0.117% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 120,680 | $3.06M | 0.8% | +0.7% | 0.674% | |
| 7/11/2024 | Lbmc Investment Advisors LLC | 257,981 | $6.53M | 0.6% | +38.2% | 1.441% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 243,485 | $6.17M | 1.6% | -3.5% | 1.360% | |
| 7/1/2024 | Confluence Investment Management LLC | 70,934 | $1.80M | 0.0% | +2.5% | 0.396% | |
| 5/17/2024 | Comerica Bank | 11,442 | $290K | 0.0% | +277.6% | 0.064% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 30,208 | $766K | 0.1% | -14.9% | 0.169% | |
| 5/2/2024 | Horan Securities Inc. | 8,946 | $227K | 0.1% | +11.6% | 0.050% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 17,997 | $456K | 0.0% | +24.8% | 0.101% | |
| 4/24/2024 | Leavell Investment Management Inc. | 195,976 | $4.97M | 0.3% | -3.4% | 1.101% | |
| 4/24/2024 | Archford Capital Strategies LLC | 18,990 | $481K | 0.1% | +5.5% | 0.107% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 274,634 | $6.96M | 0.4% | +0.6% | 1.543% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 2,056 | $52K | 0.0% | N/A | 0.017% | |
| 4/12/2024 | Lbmc Investment Advisors LLC | 186,620 | $4.73M | 0.4% | +141.7% | 1.505% | |
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| 4/10/2024 | Praetorian Wealth Management Inc. | 252,380 | $6.40M | 1.7% | +6.5% | 2.035% | |
| 4/1/2024 | Confluence Investment Management LLC | 69,218 | $1.76M | 0.0% | N/A | 0.558% | |
| 2/12/2024 | Arrow Financial Corp | 9,388 | $239K | 0.0% | -8.5% | 0.076% | |
| 2/7/2024 | Horan Securities Inc. | 8,013 | $204K | 0.1% | N/A | 0.065% | |
| 2/7/2024 | Hills Bank & Trust Co | 244,958 | $6.25M | 0.6% | +145.8% | 1.975% | |
| 2/2/2024 | Spinnaker Trust | 11,946 | $305K | 0.0% | N/A | 0.096% | |
| 2/2/2024 | Gould Asset Management LLC CA | 17,130 | $437K | 0.1% | N/A | 0.138% | |
| 1/30/2024 | Scissortail Wealth Management LLC | 60,436 | $1.54M | 0.5% | N/A | 0.487% | |
| 1/26/2024 | Sandy Spring Bank | 37,310 | $952K | 0.0% | -2.4% | 0.301% | |
| 1/23/2024 | Leavell Investment Management Inc. | 202,976 | $5.18M | 0.3% | +12.3% | 1.637% | |
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